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Portfolio (Quarterly) Guide ↗

Braeburn Wealth Management LLC

· CIK 0002111759
13F Portfolio $233M AUM 99 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 26 New 29 Added 29 Reduced 12 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RL RALPH LAUREN CORP Consumer Cyclical 1,321.0 $530K 0.23% +38.0 +3.0% $401.48 -12.5%
22 RKLB ROCKET LAB CORP Industrials 5,172.0 $526K 0.23% +172.0 +3.4% $101.65 -36.8%
23 KO COCA COLA CO Consumer Defensive 6,115.0 $497K 0.21% +714.0 +13.2% $81.26 +8.4%
24 AZN ASTRAZENECA PLC Healthcare 2,343.0 $444K 0.19% +76.0 +3.4% $189.62 -14.2%
25 SMH VANECK ETF TRUST 637.0 $418K 0.18% +80.0 +14.4% $655.52 -13.5%
26 IEF ISHARES TR 3,726.0 $352K 0.15% +161.0 +4.5% $94.57 -2.5%
27 IUSG ISHARES TR 1,695.0 $319K 0.14% +24.0 +1.4% $188.00 +2.1%
28 XOM EXXON MOBIL CORP Energy 2,298.0 $314K 0.14% +541.0 +30.8% $136.72 +16.6%
29 COWG PACER FDS TR 6,857.0 $275K 0.12% +744.0 +12.2% $40.15 -1.2%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.7%
Technology 29.4%
Industrials 10.7%
Consumer Cyclical 4.8%
Healthcare 4.8%
Communication Services 3.6%
Real Estate 3.0%
Consumer Defensive 1.5%
Utilities 1.2%
Energy 0.2%